Service Management
Good Service builds success.
For use in call centres, help desk environments or in any customer service process which involves the capturing and managing of service requests, jobs, complaints and more.
It ensures incidents are ticketed, prioritized, assigned and tracked until closure – allowing you to meet your SLA targets, and ultimately your service delivery objective. Happy customers!
Quick to get going.
We'll have you up and running in no time. It's easy.
Notifications & Templates
Customisable, automated email and SMS notifications for team and customer communication.
Build a timeline
Maintain a full history of each of your Customer requests or Jobs.
Web / Intranet integration
Have your customers or team capture requests directly onto your website or company intranet.
Product Lists
Product lists make it quick and easy to generate quotations, job-cards, orders, contracts, and invoices.
Timesheets
Keep track of time utilized for each Job or request.
Capture Request - Categorise, Prioritise and Assign.
Notifications are auto emailed to customers and team
Track customer feedback.
Customisable Workspaces and reporting
Frequently asked questions
Service requests can be categorised in a number of ways either when logged, or thereafter.
By Category and related sub-category, Request Type, Area / Country / Town (Location), Priority, Owner.
Yes, for sure. Contacts form the heart of our CRM system. Everything revolves around contacts. So for example, I could search for a specific contact and then drill down to view all current and previous service requests open for that customer, along with a full timeline of interactions since the contact was added to your system.
By default, the assignee would receive an email (sms as an option). The assigned request would also be visible in their CRM. Sending a list of daily outstanding requests is also possible.
Yes, a configurable email message is sent to you customer. It’s also possible to have these confirmations sent via SMS.
On closing the request, you are forced to add closure comment. We also have a number of custom fields which would allow you to track time spent etc.
Contacts Management
It revolves around your contacts
Contacts are the most important part of any business, regardless of whether they’re prospects, customers, suppliers, resellers or employees.
Build a full history of interactions with each of your contacts. Comma5 CRM is the perfect platform to host your Contacts Lists.
Store all of your contact data in a single, secure place. Powerful search makes it easy to find what you’re looking for.
Import and export
Import contacts and companies from any spreadsheet with field mapping.
Customisable Fields
Custom fields allow you to store whatever contact information you need.
Build a timeline
Maintain a full history of each of your customers.
Customer Segmentation
Multiple segmentation fields allow you to group customers together logically.
Email Templates
Custom templates make it quick and easy to communicate with customers.
Integrated
Integrates seamlessly with other C5 Apps, Email, SMS, Google and more.
Frequently asked questions
Yes, you can import your existing contacts from any .xls spreadsheet. Field mapping functionality allows you to ensure the fields from your spreadsheet are aligned with those in your CRM. If you need assistance we’re more than happy to help you.
Yes, you can control who is able to see your contacts. Privileges control view and other file access for all users.
Contacts can be associated with companies. When a contact is added, select or add the name of the company the contact belongs to. It is possible to move contacts between companies.
Yes, bulk SMS functionality exisits. We integrate with a number of Bulk SMS service provider platforms.
Yes, files can be uploaded against any record in Comma5 CRM.
Sales Management
NEVER MISS AN OPPORTUNITY
Opportunities are mostly lost in organizations due to simply not following up. Easily view and track your leads, opportunities, quotations, and orders ensuring that nothing falls through the cracks.
Comma5 CRM is the perfect tool for sales teams and sales managers wanting to improve their sales performance and their ability to collaborate as a team.
